- We believe 2022 will be a much more difficult year for investing in semiconductors than 2021’s high tide that lifted almost all boats.
- Given the issues with supply that should be resolved in the next few months, more pandemic lockdowns and an economic slowdown in China, stock picking is key in the semiconductor sector.
- We believe automotive electric vehicles (EVs) and autonomous driving (ADAS) related specialists are best-positioned, as well as semiconductor material specialists.
For further details see:
From Drought To Glut? Where To Position Yourself In The Chip Value Chain